Enhance Today | Enrich Tomorrow
Does your employer offer an equity compensation plan? Are you one of the 76% of people who have not exercised their stock options or sold shares of their company stocks? Mike Eklund is back after a hiatus and he is…
Many of you are inching closer to retirement and the decisions you make now with these wealth builders will have a big impact on your retirement lifestyle. It’s time to start thinking ahead and consider your retirement strategy. This…
How do you pick the books you read? Do you add book recommendations to your summer reading list throughout the year? Do you use an Amazon Wishlist or social media to help you discover what you want to read next?…
Most people know little to nothing about sequence of returns risk. The subject doesn’t make for the most interesting topic for cocktail party discussions. Even though, some refer to it as your biggest retirement risk. Reason being, sequence of returns…
You may have seen more news stories mentioning Opportunity Zones of late, but there are still plenty of questions surrounding this part of the latest tax reform. Today we’re discussing the ins and outs of investing in Opportunity Zones…
Did you know May 29 (5/29) is recognized as National 529 College Savings Plan Day? In honor of that day we wanted to provide seven ways to put a 529 plan to use. What constitutes a qualified educational expense? When…
Rolling over your 401K is a complicated process so we brought in a few experts, Angela Keeley-White and Heather Gudac, that have helped our clients rollover hundreds of 401K’s. Understanding the unexpected roadblocks surrounding a 401K rollover is a…
Ask yourself how you feel about your financial future? Do you feel it’s secure and well planned out or are you just winging it? Winging it is a great idea for a Sunday afternoon drive or deciding to…
You’ve just sold your business. Or maybe you received an inheritance. Making decisions on how to handle the lump sum proceeds can be paralyzing. Most of us fear making a mistake with the money and when the stakes are…
Have you checked out the new federal tax forms? Waiting until the last minute to prepare your taxes this year will leave you surprised. With the new tax code, it’s a good idea to give yourself plenty of time…
